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November 2022
Year-End Tax Planning and Market Update
CBM has scheduled three hour-long sessions on November 29th 8:30 am - 9:30 am; December 7th at 11:00 am - 12:00 pm; and December 8th at 4:00 - 5:00 pm to bring you and/or your business up to speed with the latest tax and investment planning strategies and best practices for ending the year on the right note. Our team will also provide a year-end market and economic update with insights about current financial planning considerations and top investment ideas for your…
Find out more »December 2022
Year-End Tax Planning and Market Update
CBM has scheduled three hour-long sessions on November 29th 8:30 am - 9:30 am; December 7th at 11:00 am - 12:00 pm; and December 8th at 4:00 - 5:00 pm to bring you and/or your business up to speed with the latest tax and investment planning strategies and best practices for ending the year on the right note. Our team will also provide a year-end market and economic update with insights about current financial planning considerations and top investment ideas for your…
Find out more »Year-End Tax Planning and Market Update
CBM has scheduled three hour-long sessions on November 29th 8:30 am - 9:30 am; December 7th at 11:00 am - 12:00 pm; and December 8th at 4:00 - 5:00 pm to bring you and/or your business up to speed with the latest tax and investment planning strategies and best practices for ending the year on the right note. Our team will also provide a year-end market and economic update with insights about current financial planning considerations and top investment ideas for your…
Find out more »The Greater Washington Society of CPAs 2022 Nonprofit Symposium
Councilor, Buchanan & Mitchell (CBM) to be a bronze sponsor of the 2022 Greater Washington Society of CPAs' annual Nonprofit Symposium. The GWSCPA nonprofit symposium, to be held on December 13, 2022, brings together representatives from the not-for-profit sector as well as members from the accounting profession to teach and connect. CBM has sponsored and presented at the symposium continuing a long history of involvement with the event. We look forward to seeing you there! Councilor, Buchanan & Mitchell (CBM) is…
Find out more »January 2023
Maximizing Social Security Benefits and Avoiding Mistakes
Determining the best strategy for incorporating Social Security into your retirement plan can help maximize your benefits and offset a larger portion of your retirement expenses. Although you can never fully predict your future needs, proper planning can help ensure that you are financially prepared to meet your retirement objectives and goals. Join Partners and Directors of Wealth Management and Financial Planning Services, Judy Barnhard, CPA, CFP®, CDFA®, and Alex Seleznev, MBA, CFP®, CFA, on Tuesday, January 10, 2023 from 11:00 am to…
Find out more »February 2023
The Role of the Financial Neutral in Collaborative Divorce (for the University of Maryland’s Francis King Carey School of Law)
Jamie S. Blum, CPA, CDFA®, senior divorce finance and litigation support manager at Councilor, Buchanan & Mitchell (CBM), will present on Friday, February 3, on the role of the financial neutral in collaborative divorce for the University of Maryland’s Francis King Carey School of Law. This is the second consecutive year that Blum has been invited to present for the law school. CBM, P.C. is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices…
Find out more »Demystifying Medicare – What You Should Know Now and in the Future
Join Partners and Directors of Wealth Management and Financial Planning Services, Judy Barnhard, CPA, CFP®, CDFA®, and Alex Seleznev, MBA, CFP®, CFA, on Thursday, February 9, 2023 from 11:00 am to 12:00 pm EST, as they help to demystify Medicare, discuss Medicare tax planning and cover recent changes included in the Inflation Reduction Act of 2022. CBM, P.C. is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.
Find out more »Quarterly Market Investment Update and Important Financial Considerations
CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Thursday, February 16 from 11 am to 12 pm EST. Join Aleksandr S. Seleznev, MBA, CFP®, CFA, CBM partner and chief operating officer of MBI, and Joshua Hahn, senior investment analyst of MBI, as they present their top investment and financial planning strategies to help you put your financial affairs in order. Alex and Josh have helped hundreds of clients pursue their investment and…
Find out more »March 2023
The Collaborative Law Process (for American University’s Washington College of Law)
Jane Ochsman Rowny, CPA, CFP®, CDFA®, a partner at Councilor, Buchanan & Mitchell (CBM) and a director of the firm’s divorce and litigation practice group, will co-present on Thursday March 9 on the collaborative law process for the American University Washington College of Law. Rowny will co-present with collaborative attorneys Paul Smollar and Natalie Goldberg. CBM, P.C. is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.
Find out more »Thinking about Buying or Selling a Home? Top 3 Planning Ideas to Keep in Mind (and a Real Estate Market Update)
Councilor, Buchanan & Mitchell has scheduled a one-hour webinar with guest speaker Jan Brito, REALTOR® and associate broker of Brito Associates of Compass, and Alex S. Seleznev, MBA, CFP®, CFA, CBM partner, on Thursday, March 9, 2023 from 11 am to 12 pm EST, as they discuss buying and selling a home. Ms. Brito, who was president of the Greater Capital Area Association of Realtors in 2021, will also provide an update on the housing market. CBM, P.C. is a professional services…
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